Customer Service Representative

Mechanics Bank; Mount Shasta (CA); On-site; USD 27,552 - 34,440; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company contribution

Paid vacation and sick days

Tuition reimbursement

Job summary

Mechanics Bank is searching for a Customer Service Representative in Mount Shasta, California. The role involves performing a variety of banking transactions, delivering excellent customer service, and adhering to compliance tasks. Candidates should have a High School degree, at least one year of banking experience, and strong interpersonal skills.

The position offers a pay range of $20.00–$25.00 per hour, plus eligibility for health benefits after 25 hours per week. The bank promotes an inclusive and nondiscriminatory work environment.

Qualifications

• Minimum of 1 year banking experience required.
• Minimum 1 year customer service and cash handling experience.
• Basic knowledge of deposit products and services necessary.

Responsibilities

• Perform routine teller transactions including deposits and withdrawals.
• Deliver exemplary customer service in person and over the phone.
• Maintain and balance cash supply for each shift.

Skills

Interpersonal skills

Attention to detail

Customer service orientation

Education

High School degree or GED

Job description

Mechanics Bank is currently searching for a Customer Service Representative to join our team. This role will be located on‑site and operates under general supervision, performing basic to moderately complex banking transactions.

Key Responsibilities

• Transaction Processing: Perform routine teller transactions including deposits, withdrawals, check cashing, payments, transfers, and mail or night drop transactions. Accept, verify, and process basic to complex customer transactions in accordance with established procedures and security guidelines. Assist customers with account reconciliation, statement copies, check orders, account closures, address changes, stop payments, debit‑card maintenance, and safe‑deposit box access.
• Customer Services & Sales: Deliver exemplary customer service both in person and over the phone, representing the bank in a courteous and professional manner. Respond to inquiries promptly, identify customer needs, and recommend products and services. Provide information on rates, charges, fees, and related details and educate customers on mobile and online banking.
• Cash Handling & Security: Maintain and balance a cash supply for each shift. Follow all cash handling policies, conduct cash balances at shift end, review transactions for red flags or fraud, and stay aware of criminal scams. Refer unresolved issues to branch management or the appropriate department.
• Administrative & Compliance Tasks: Gather data and process various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft) to ensure compliance with bank policies, BSA/AML, and regulatory programs. Assist with branch audit functions and complete compliance tasks by assigned due dates.

Travel

0–10% travel required.

Qualifications

• High School degree or GED required; additional experience may be considered in lieu.
• Minimum of 1 year banking experience with basic knowledge of deposit products and services.
• Minimum 1 year customer service and cash handling experience in a customer‑facing role.
• Excellent interpersonal skills, attention to detail, and customer service orientation.
• Ability to work independently and collaborate as a team member.
• Capable of making decisions using available information.
• Basic knowledge of deposit products and services, and ability to understand customer loan requests and referral actions.
• Knowledge of applicable bank policies and procedures.

ADA Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is required to sit, stand, walk, reach, stoop, kneel, crouch, and lift up to 10 pounds. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

Compensation & Benefits

Pay Range: $20.00–$25.00 per hour, eligible for the Retail Incentive Plan.

Eligible for health benefits after 25 hours per week, effective the first day of the month following hire. Benefits include:

• Medical, prescription, dental, and vision coverage for employees and eligible family members.
• Employer‑paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits.
• Health Savings Account with employer contribution.
• Healthcare and Dependent Care Flexible Spending Accounts.
• Commuter/parking benefit.
• 401(k) and Roth 401(k) with company contribution.
• 529 Education Savings Plan, Tuition Reimbursement, and Student Loan Assistance.
• Supplemental Health plans and Voluntary Legal & Identity Theft Services.
• 11 paid holidays, paid sick days (accrual of one hour per 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time annually.
• Free personal checking and savings account; discounted rates on primary residence loans with $0 origination fees (restrictions apply).

Equal Employment Opportunity Statement

Mechanics Bank is an equal‑opportunity employer and provides a nondiscriminatory environment. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, disability, gender identity, sexual orientation, or other protected categories. Please view Equal Employment Opportunity Posters under OFCCP.